dmertz
Level 15

Retirement tax questions

Code G in box 7 with the IRA/SEP/ SIMPLE box marked and $0 in box 2a reports a direct rollover from a traditional IRA to a traditional account in an employer plan like a 401(k), never a rollover to a Roth IRA.  Since that is supposedly not what happened, you must obtain a corrected to this Form 1099-R from TIAA-CREF.

 

Entering the form as is will not produce a correct result on your tax return.